BARLOW WEALTH PARTNERS, LLC

CIK

1999928

Location

LOUISVILLE, KY

Portfolio Value

Small $950,929,109

Diversification

Diversified

Filing Date

Global Rank

#2,602 / 8,794 ▼ 209 · as of Jun 2026

Top Industry

Semiconductors 7.9%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.1%

−0.3 pts

Top 5

25.8%

+1.3 pts

Top 10

43.0%

+0.3 pts

HHI

313

Diversified−2

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$301,315,850	29
Financial Services	20.4%	$193,604,877	29
Industrials	12.7%	$121,191,836	16
Communication Services	9.6%	$91,222,331	6
Consumer Cyclical	6.9%	$65,626,394	12
Healthcare	6.0%	$57,398,133	15
Consumer Defensive	4.2%	$40,277,597	11
Energy	3.1%	$29,733,546	5
Basic Materials	2.4%	$22,931,567	2
Utilities	1.9%	$17,759,647	4
Unclassified	1.0%	$9,566,602	9
Real Estate	0.0%	$300,729	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MLI	Mueller Industries Inc	+210,169	463,736	$57,007,066
CRM	Salesforce, Inc.	+29,293	95,913	$15,025,730
INTU	Intuit Inc.	+27,111	41,262	$10,769,382
MCK	Mckesson Corp	+16,596	33,820	$25,554,392
FNDA	Schwab Fundamental U.S. Small Company ETF	+14,806	30,350	$959,098
CEG	Constellation Energy Corp	+14,114	66,046	$16,403,845
SCHW	Schwab Charles Corp	+4,867	248,860	$22,962,312
TJX	Tjx Companies Inc /De/	+3,442	209,411	$31,725,766
NVDA	Nvidia Corp	+3,028	225,776	$45,175,519
VB	Vanguard Morningstar Small-Cap ETF	+2,596	10,811	$2,601,718
CRWD	CrowdStrike Holdings, Inc.	+2,364	3,152	$2,405,417
ORLY	O Reilly Automotive Inc	+1,875	9,465	$871,631
V	Visa Inc.	+1,251	109,392	$37,531,301
WRB	Berkley W R Corp	+1,031	271,315	$19,135,846
JPM	Jpmorgan Chase & Co	+913	85,274	$27,912,738
BRK-B	Berkshire Hathaway Inc	+874	57,206	$32,367,058
RGLD	Royal Gold Inc	+874	113,300	$22,615,813
ABBV	AbbVie Inc.	+692	4,334	$1,090,607
MSFT	Microsoft Corp	+640	101,834	$37,986,118
UPS	United Parcel Service Inc	+600	3,249	$349,267
RACE	Ferrari N.V.	+562	61,855	$23,027,997
GRMN	Garmin Ltd	+554	76,268	$18,116,700
HLI	Houlihan Lokey, Inc.	+537	205,696	$27,590,004
KO	Coca Cola Co	+500	16,061	$1,305,277
JNJ	Johnson & Johnson	+433	24,463	$6,212,868
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−79,988	9,637	$2,296,882
FTI	TechnipFMC plc	−49,429	389,000	$25,790,700
GOOGL	Alphabet Inc.	−25,958	190,120	$67,244,142
ADBE	Adobe Inc.	−16,032	19,487	$3,995,224
TKO	TKO Group Holdings, Inc.	−16,011	110,783	$22,301,725
AAPL	Apple Inc.	−4,589	117,646	$34,042,046
EME	EMCOR Group, Inc.	−4,454	32,066	$26,610,932
FTNT	Fortinet, Inc.	−3,746	157,525	$24,198,990
FICO	Fair Isaac Corp	−2,674	12,601	$15,055,422
ASML	Asml Holding NV	−2,101	16,634	$33,092,343
HON	Honeywell International Inc	−1,619	1,616	$361,822
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−752	57,667	$27,540,029
ACN	Accenture plc	−749	4,731	$588,725
PG	PROCTER & GAMBLE Co	−370	7,401	$1,085,282
AMAT	Applied Materials Inc /De	−340	4,378	$3,165,294
HUM	Humana Inc	−293	1,931	$767,031
CHDN	Churchill Downs Inc	−250	15,546	$1,393,543
DIS	Walt Disney Co	−200	6,407	$616,673
MORN	Morningstar, Inc.	−118	57,602	$8,987,064
META	Meta Platforms, Inc.	−85	679	$382,473
TT	Trane Technologies plc	−61	5,578	$2,739,690
MELI	Mercadolibre Inc	−42	388	$658,587
BF-B	Brown Forman Corp	−42	50,792	$1,361,251
FIX	Comfort Systems USA Inc	−14	350	$693,682
SPGI	S&P Global Inc.	−9	2,076	$845,471
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	288,435	$20,813,469
NOW	ServiceNow, Inc.	30,921	$3,069,836
DUK	Duke Energy CORP	3,438	$435,182
HONA	Honeywell Aerospace Inc.	1,616	$357,265
FAST	Fastenal Co	5,969	$286,691
AMD	Advanced Micro Devices Inc	447	$259,666
MCHP	Microchip Technology Inc	2,520	$229,824
SHBI	Shore Bancshares Inc	9,696	$222,523
WAT	Waters Corp /De/	586	$219,773
DELL	Dell Technologies Inc.	505	$217,887
PSX	Phillips 66	1,092	$184,602
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
T	At&T Inc.	8,100	$234,819
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $950,929,109 total · filing declares 149 positions · $925,543,905 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	190,120	-25,958	$67,244,142	+8.5%	7.07%
MLI	Mueller Industries Inc Industrials	Added	463,736	+210,169	$57,007,066	+102.9%	5.99%
NVDA	Nvidia Corp Technology	Added	225,776	+3,028	$45,175,519	+16.3%	4.75%
MSFT	Microsoft Corp Technology	Added	101,834	+640	$37,986,118	+1.4%	3.99%
V	Visa Inc. Financial Services	Added	109,392	+1,251	$37,531,301	+14.8%	3.95%
AAPL	Apple Inc. Technology	Reduced	117,646	-4,589	$34,042,046	+9.7%	3.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	35,455	+345	$33,167,088	−5.2%	3.49%
ASML	Asml Holding NV Technology	Reduced	16,634	-2,101	$33,092,343	+33.7%	3.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	57,206	+874	$32,367,058	+5.8%	3.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	209,411	+3,442	$31,725,766	−3.5%	3.34%
GWW	W.W. Grainger, Inc. Industrials	Added	20,912	+148	$28,448,684	+25.6%	2.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	85,274	+913	$27,912,738	+12.5%	2.94%
HLI	Houlihan Lokey, Inc. Financial Services	Added	205,696	+537	$27,590,004	−6.4%	2.90%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	57,667	-752	$27,540,029	+39.5%	2.90%
EME	EMCOR Group, Inc. Industrials	Reduced	32,066	-4,454	$26,610,932	−1.3%	2.80%
FTI	TechnipFMC plc Energy	Reduced	389,000	-49,429	$25,790,700	−14.9%	2.71%
MCK	Mckesson Corp Healthcare	Added	33,820	+16,596	$25,554,392	+71.4%	2.69%
FTNT	Fortinet, Inc. Technology	Reduced	157,525	-3,746	$24,198,990	+83.6%	2.54%
RACE	Ferrari N.V. Consumer Cyclical	Added	61,855	+562	$23,027,997	+11.0%	2.42%
SCHW	Schwab Charles Corp Financial Services	Added	248,860	+4,867	$22,962,312	+0.1%	2.41%
RGLD	Royal Gold Inc Basic Materials	Added	113,300	+874	$22,615,813	−21.0%	2.38%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	110,783	-16,011	$22,301,725	−12.8%	2.35%
UBER	Uber Technologies, Inc Technology	NEW	288,435	NEW	$20,813,469	NEW	2.19%
WRB	Berkley W R Corp Financial Services	Added	271,315	+1,031	$19,135,846	+6.8%	2.01%
GRMN	Garmin Ltd Technology	Added	76,268	+554	$18,116,700	+3.1%	1.91%
CEG	Constellation Energy Corp Utilities	Added	66,046	+14,114	$16,403,845	+13.1%	1.73%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	30,786	+375	$15,292,329	+12.6%	1.61%
FICO	Fair Isaac Corp Technology	Reduced	12,601	-2,674	$15,055,422	−7.7%	1.58%
CRM	Salesforce, Inc. Technology	Added	95,913	+29,293	$15,025,730	+20.8%	1.58%
INTU	Intuit Inc. Technology	Added	41,262	+27,111	$10,769,382	+76.0%	1.13%
MORN	Morningstar, Inc. Financial Services	Reduced	57,602	-118	$8,987,064	−7.9%	0.95%
JNJ	Johnson & Johnson Healthcare	Added	24,463	+433	$6,212,868	+5.8%	0.65%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	61,517	0	$4,704,204	+15.4%	0.49%
ADBE	Adobe Inc. Technology	Reduced	19,487	-16,032	$3,995,224	−53.7%	0.42%
AMAT	Applied Materials Inc /De Technology	Reduced	4,378	-340	$3,165,294	+96.3%	0.33%
NOW	ServiceNow, Inc. Technology	NEW	30,921	NEW	$3,069,836	NEW	0.32%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Held	14,477	0	$2,797,390	+17.0%	0.29%
TT	Trane Technologies plc Industrials	Reduced	5,578	-61	$2,739,690	+16.6%	0.29%
XOM	ExxonMobil Holdings Corp Energy	Added	19,597	+2	$2,679,301	−19.4%	0.28%
VB	Vanguard Morningstar Small-Cap ETF	Added	10,811	+2,596	$2,601,718	+33.6%	0.27%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	10,415	+24	$2,564,381	+18.6%	0.27%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,152	+2,364	$2,405,417	+681.9%	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,637	-79,988	$2,296,882	−87.7%	0.24%
AMGN	Amgen Inc Healthcare	Held	5,739	0	$2,078,206	+2.9%	0.22%
LLY	ELI LILLY & Co Healthcare	Held	1,448	0	$1,736,774	+30.4%	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,534	0	$1,495,895	−13.0%	0.16%
FSLR	First Solar, Inc. Technology	Held	6,050	0	$1,427,558	+19.6%	0.15%
ALL	Allstate Corp Financial Services	Held	5,905	0	$1,405,035	+14.8%	0.15%
CHDN	Churchill Downs Inc Consumer Cyclical	Reduced	15,546	-250	$1,393,543	−1.8%	0.15%
BF-B	Brown Forman Corp Consumer Defensive	Reduced	50,792	-42	$1,361,251	+1.0%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.